PO
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Private Ocean’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Private Ocean’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,083
Closed -$146K – 359
2018
Q3 		$146K Hold
6,083
– – 0.07% 89
2018
Q2 		$149K Hold
6,083
– – 0.07% 91
2018
Q1 		$139K Buy
+6,083
New +$141K 0.07% 101

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Private Ocean's FREL Position: Q4 2018 in Review

Private Ocean sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2018, closing a stake of 6,083 shares — an estimated $146K sold.

Private Ocean first reported a position in FREL in Q1 2018 and held it in 3 quarters. The position peaked at $149K in Q2 2018. 92 funds tracked by Wall St. Rank hold FREL as of Q4 2018.

  • Private Ocean reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2018 after selling out during the quarter.
  • Private Ocean sold 6,083 Fidelity MSCI Real Estate Index ETF shares in Q4 2018, an estimated $146K.
  • Private Ocean first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2018 and held it in 3 quarters.
  • Private Ocean's Fidelity MSCI Real Estate Index ETF position peaked at $149K in Q2 2018.
  • 92 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2018.

Based on Private Ocean's 13F filing for Q4 2018, filed 31 Jan 2019.